If you had a very large tax lien filed against you for 1040 or 941 taxes or even a large State tax lien, you will begin to get phone calls from telemarketers from tax resolution companies. The first could come from Berkshire Capital of Colorado. Next, 2020 Financial (also of Colorado) or Greg from Omni Financial: (720) 274-1798. This company called our client three times in one day. You might get a call from Chuck Aquisto representing Attorney Kathyrn Augustine from the Core Consulting Group: (720) 354-4000. Chris Crowell also calls representing an attorney: (720) 259-2559. Debra Mehill may also call from (888) 589-0955. Others on the tax lien calling beat include...
- Tax Resolution Center in Boulder
- Insight Financial in Florida
- Ellis, Penn and O'Connor in Philadelphia
- Coast One Financial in San Diego, California
To quote a client with a large 941 tax issue:
"It has been amazing to see how many calls have come in with most of them not leaving a company name or anything other than a message playing on your insecurity around having a tax issue. I actually spoke to a couple of them and said great please email me your contact info so I can call you if things don’t work out. Surprise! No one has emailed any info."
We've said it multiple times on this blog: unless the folks above are licensed tax professionals, what they're doing might be illegal.
According to IRS publication 470, Limited Practice with Enrollment, Section 8.01:
An" class="redactor-autoparser-object">https://www.irs.gov/pub/irs-ut... unenrolled preparer shall not make, directly or indirectly, an uninvited solicitation of employment, except as noted below, in matters relating to the Internal Revenue Service. Solicitation includes, but is not limited to, in-person contacts, telephone communications, and personal mailings directed to the specific circumstances unique to the recipient. This restriction does not apply to (1) seeking new business from an existing or former client in a related matter or (2) solicitation by mailings, the contents of which are designed for the general public.
An unenrolled preparer means anyone in the world that's not a licensed tax professional, so be careful if you choose to respond to any of these telemarketers.